Sal Ukani Email & Phone Number

I have a passion for the markets and investments. In my role as Business Development Consultant with Assetmark, my external and internal partners and I aim to develop and foster relationships with Financial Advisors and Wealth Managers by offering consultative business and Investment solutions. Together, we are able to leverage the tools and resources available from Assetmark to help advisors optimize and grow their practice with confidence. We not only offer insights into investments, but also offer our partners value by consulting on ways to improve marketing of their practice, servicing High Net Worth clients, leveraging LinkedIn for their business, and programs like our Business Builder Series.About my general background: Over fifteen years of experience in financial services spanning retail sales, financial advisory, private equity sales, alternative investment sales, operations, compliance, client service and support, marketing, and general analysis. Possesses FINRA Series 7, 63, and 65 licenses.

Listed skills include Presentation Skills, Banking, Sales, Portfolio Management, and 21 others.